DFSI — DIMENSIONAL ETF TRUST

Ownership history in Five Oceans Advisors  ·  13 quarters on record

This page tracks every 13F SEC filing in which Five Oceans Advisors reported a position in DIMENSIONAL ETF TRUST (DFSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.91% (2025 Q4)
Avg. % of fund
2.41%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 390,299 +43,865 +12.7% 5.91% $16.7M $42.85
2025 Q3 ADDED 346,434 +120,050 +53.0% 5.22% $14.2M $40.74
2025 Q2 ADDED 226,384 +72,686 +47.3% 3.81% $8.9M $39.07
2025 Q1 REDUCED 153,698 -22,278 -12.7% 2.57% $5.4M $34.14
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSI price (monthly, adj. close)

Other funds also holding DFSI

As of 2025 Q4 — sorted by position size

Balanced Rock Investment Advisors LLC 6.55% Francis Financial, Inc. 3Y 7Y 6.21% Quantum Financial Advisors, LLC 3Y 4.11% AWM CAPITAL, LLC 3Y 3.37% Abacus Wealth Partners, LLC 2.45% QUARRY HILL ADVISORS, LLC 3Y 2.42% HILL ISLAND FINANCIAL LLC 3Y 2.04% New Capital Management LP 3Y 7Y 1.96% Momentous Wealth Management, Inc. 1.84% Wheels Up Wealth, Inc. 1.38%
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